Morgan Stanley Portfolio holdings
Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.
Top Buys
| 1 |
Microsoft
MSFT
|
+$46.9B |
| 2 |
Apple
AAPL
|
+$44.1B |
| 3 |
Amazon
AMZN
|
+$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$20.5B |
| 5 |
NVIDIA
NVDA
|
+$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard
ATVI
|
+$1.03B |
| 2 |
Expedia Group
EXPE
|
+$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$329M |
| 4 |
VMW
VMware, Inc
VMW
|
+$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
+$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5551
P3 Health Partners
PIII
$26.9M
| $396K | ﹤0.01% |
5,611
+4,992
| +806% | +$352K |
|
5552
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$96.5M
| $394K | ﹤0.01% |
11,732
+5,867
| +100% | +$197K |
|
5553
Capital Group Core Equity ETF
CGUS
$7.31B
| $394K | ﹤0.01% |
13,904
+8,953
| +181% | +$253K |
|
5554
Cartesian Therapeutics
RNAC
$245M
| $393K | ﹤0.01% |
18,992
+13,244
| +230% | +$274K |
|
|
VAXX
5555
DELISTED
Vaxxinity, Inc. Class A Common Stock
VAXX
| $392K | ﹤0.01% |
461,032
+424,561
| +1,164% | +$361K |
|
5556
SKYX Platforms
SKYX
$145M
| $392K | ﹤0.01% |
244,822
+183,118
| +297% | +$293K |
|
5557
iShares MSCI United Kingdom Small-Cap ETF
EWUS
$40.3M
| $391K | ﹤0.01% |
11,258
+5,294
| +89% | +$184K |
|
|
PLG
5558
Platinum Group Metals
PLG
$210M
| $391K | ﹤0.01% |
342,836
+289,203
| +539% | +$330K |
|
5559
Village Farms International
VFF
$296M
| $388K | ﹤0.01% |
510,242
+272,214
| +114% | +$207K |
|
|
FLNT
5560
Fluent
FLNT
$50.5M
| $388K | ﹤0.01% |
96,443
-317,256
| -77% | -$1.28M |
|
5561
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.01B
| $386K | ﹤0.01% |
7,178
+2,940
| +69% | +$158K |
|
|
LBPH
5562
DELISTED
Longboard Pharmaceuticals, Inc. Common Stock
LBPH
| $384K | ﹤0.01% |
63,648
+56,586
| +801% | +$341K |
|
5563
Nuvectis Pharma
NVCT
$160M
| $382K | ﹤0.01% |
45,830
+42,351
| +1,217% | +$353K |
|
5564
BNY Mellon US Mid Cap Core Equity ETF
BKMC
$609M
| $382K | ﹤0.01% |
4,212
+2,741
| +186% | +$249K |
|
5565
Ramaco Resources Class B
METCB
$1.16B
| $378K | ﹤0.01% |
29,088
+20,111
| +224% | +$261K |
|
5566
Investar Holding Corp
ISTR
$226M
| $378K | ﹤0.01% |
25,338
-37,649
| -60% | -$561K |
|
5567
iShares US Tech Independence Focused ETF
IETC
$904M
| $374K | ﹤0.01% |
6,000
+2,871
| +92% | +$179K |
|
|
UROY
5568
Uranium Royalty Corp
UROY
$496M
| $374K | ﹤0.01% |
138,538
+46,885
| +51% | +$127K |
|
5569
AltShares Merger Arbitrage ETF
ARB
$87.8M
| $373K | ﹤0.01% |
13,950
+6,352
| +84% | +$170K |
|
5570
Invesco S&P 500 Momentum ETF
SPMO
$12.9B
| $372K | ﹤0.01% |
5,684
+2,834
| +99% | +$186K |
|
5571
Comp X International
CIX
$308M
| $371K | ﹤0.01% |
14,690
+9,159
| +166% | +$232K |
|
|
VIGL
5572
DELISTED
Vigil Neuroscience
VIGL
| $371K | ﹤0.01% |
109,828
+97,469
| +789% | +$329K |
|
5573
KORU Medical Systems
KRMD
$192M
| $371K | ﹤0.01% |
151,184
+107,467
| +246% | +$264K |
|
|
FORTY
5574
Formula Systems
FORTY
$2.12B
| $369K | ﹤0.01% |
5,814
+2,899
| +99% | +$184K |
|
5575
Citius Pharmaceuticals
CTXR
$20.2M
| $369K | ﹤0.01% |
19,517
+16,476
| +542% | +$312K |
|